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When the exceptional is no longer enough
25/11/2025
2 min
After several weeks of turmoil, financial markets, searching for a savior, awaited NVIDIA's results with the same anticipation as the hero's last-minute rescue at the end of a Marvel blockbuster. And, in this scenario that seemed almost predetermined, Jensen H ...
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When the exceptional is no longer enough
25/11/2025
After several weeks of turmoil, financial markets, searching for a savior, awaited NVIDIA's results with the same anticipation as the hero's ....
Like a doubt
18/11/2025
US stock indices paused last week, even posting their worst session since October on Thursday. Artificial intelligence (AI), previously the ....
Rational exuberance?
04/11/2025
In 1996, Alan Greenspan, then chairman of the US Federal Reserve, delivered a now-famous speech to the American Enterprise Institute, warnin ....
The most important week of the year-end?
29/10/2025
Financial markets ended the week in turmoil, shaken by rising concerns about the strength of US bank credit. Two regional banks, Zions Banco ....
Risk management according to Jerome Powell
24/09/2025
Jerome Powell continues to steer his ship well. Despite headwinds—both political and economic—the Fed Chairman has managed to initiate a dov ....
Monetary boredom before the Fed
16/09/2025
ECB meetings are rarely the most exciting. So, when all the indicators are "in the right place," they border on deadly boring. Unlike the Fe ....
US employment slows down
09/09/2025
Closely watched, US employment figures have confirmed the ongoing slowdown in the labor market and, more broadly, in the US economy. The Aug ....
Trump pushes, Powell gives in
27/08/2025
For many months, Jerome Powell has been struggling to maintain a precarious balance between the US Federal Reserve's two mandates—price stab ....
September already played out for the Fed?
20/08/2025
The American economy, a black belt in judo? Macroeconomic publications across the Atlantic follow one another and seem to tirelessly send th ....